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HUB International
HUB International
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HUB International is an insurance brokerage and risk management firm serving individuals and businesses with coverage, benefits, and financial planning solutions. Its work spans personal and commercial insurance, employee benefits, retirement planning, private wealth management, and consulting focused on people and technology. The company supports clients across sectors including agriculture, construction, finance, healthcare, hospitality, real estate, and transportation, with services covering claims and risk management as well as employee training and development.
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Cross-Sell Data Analyst, Dynamics 365

Analyze insurance and employee benefits data to uncover cross-selling opportunities for HUB International producers. Use Power BI, Excel, AI methods, and Dynamics 365 to identify leads and guide recommendations.

USUnited StatesAZArizonaFLFloridaILIllinoisLALouisianaMIMichiganMOMissouriNENebraskaNCNorth CarolinaOHOhioOKOklahomaTNTennesseeTXTexasWIWisconsin
$80,000 – $110,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredData Analyst

Description

  • Find regional cross-selling opportunities across producers’ books of business.
  • Analyze internal and external data, including Form 5500 filings.
  • Assess potential leads and develop a pipeline of cross-selling opportunities.
  • Apply data mining, analytics, and AI to evaluate service gaps, fees, benchmarks, fiduciary exposure, financial health, and broker or adviser capabilities.
  • Spot data trends and deliver actionable insights and recommendations to producers.
  • Create reports with Power BI, Excel, and other tools.
  • Build working relationships with producers, the regional cross-selling team, and business stakeholders.
  • Partner with national teams across Commercial, Employee Benefits, Retirement & Private Wealth, and Personal Lines.
  • Contribute to producer engagement and cross-selling initiatives.
  • Carry out other job-related duties as assigned.
  • Report to the National Chief Cross-Sell Officer.

Requirements

  • Bachelor’s degree in data science, statistics, business, finance, or economics.
  • Insurance industry experience is required.
  • Five or more years of experience in the same or a related role is preferred.
  • Experience with Power BI and/or AI tools.
  • Experience with Dynamics 365.
  • Investigative approach and ability to work with large datasets to uncover leads and cross-selling opportunities.
  • Ability to produce standard and ad hoc reports.
  • Ability to interpret data and develop recommendations.
  • Strong attention to detail and listening skills.
  • Previous experience at an insurance carrier or broker is preferred.
  • Strong communication, analytical, interpersonal, multitasking, and organizational skills.
  • Collaborative and self-motivated, with the ability to meet critical deadlines in a fast-paced environment.

Benefits

  • Health, dental, vision, life, and disability insurance.
  • Flexible spending and health savings accounts.
  • 401(k) and retirement savings matching.
  • Paid vacation, sick leave, personal time, floating holidays, and company holidays.
  • Paid parental leave.
  • Wellbeing program.
  • Eligibility for annual bonuses.
  • Equity and commissions may be available for some positions.
  • Structured training.
  • Licensing support.
  • Ongoing development opportunities.
  • Company-paid life and disability plans.
  • Collaborative, high-performing culture.
  • Community impact through HUB Gives.
  • Career growth opportunities.
  • Reasonable accommodations during the application and hiring process.

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